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Upland Software
UPLD

Overview Fund Activity

140 hedge funds and large institutions have $388M invested in Upland Software in 2018 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+28
Holders Change %
+25%
% of All Funds
3.21%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
47
Increased
46
Reduced
36
Closed
17
Calls
$4.48M
Puts
$666K
Net Calls
+$3.81M
Net Calls Change
+$3.81M

Top Buyers

1
BlackRock
1
BlackRock
New York
$35.1M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$5.6M
3
CM
3
Castleark Management
Illinois
$8.51M
4
Invesco
4
Invesco
Georgia
$4.53M
5
State Street
5
State Street
Massachusetts
$8.12M

Top Sellers

1
PWAM
1
Park West Asset Management
California
$23.5M
2
Millennium Management
2
Millennium Management
New York
$3.51M
3
FSCM
3
First Sabrepoint Capital Management
Texas
$0
4
LSC
4
Lyon Street Capital
California
$7.81M
5
Deutsche Bank
5
Deutsche Bank
Germany
$3.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
76
D.E. Shaw & Co
New York
$676K +$237K +6,893 +54%
Simplex Trading
77
Simplex Trading
Illinois
$653K +$650K +18,909 +18,909%
HighTower Advisors
78
HighTower Advisors
Illinois
$646K +$646K +18,964 New
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$645K +$134K +3,900 +26%
Connor, Clark & Lunn Investment Management (CC&L)
80
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$614K +$614K +17,875 New
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$596K +$596K +17,334 New
Assenagon Asset Management
82
Assenagon Asset Management
Luxembourg
$544K -$643K -18,695 -54%
AIM
83
Assured Investment Management
New York
$519K +$83.7K +2,436 +19%
William Blair & Company
84
William Blair & Company
Illinois
$514K -$6.12K -178 -1%
CS
85
Credit Suisse
Switzerland
$514K +$514K +14,948 New
Squarepoint
86
Squarepoint
New York
$512K -$90.5K -2,635 -15%
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$500K +$500K +14,545 New
CA
88
Cynosure Advisors
Utah
$451K +$451K +13,111 New
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$414K +$181K +5,280 +78%
Creative Planning
90
Creative Planning
Kansas
$378K +$68.7K +2,000 +22%
SEI Investments
91
SEI Investments
Pennsylvania
$375K +$298K +8,668 +385%
AIG
92
American International Group
New York
$352K +$173K +5,053 +97%
Bessemer Group
93
Bessemer Group
New Jersey
$327K -$210K -6,100 -39%
Luther King Capital Management (LKCM)
94
Luther King Capital Management (LKCM)
Texas
$327K -$163K -4,755 -33%
GAM
95
Gotham Asset Management
New York
$317K +$317K +9,213 New
EAM
96
Evanson Asset Management
California
$316K – – –
P
97
Pitcairn
Pennsylvania
$309K +$309K +9,008 New
Principal Financial Group
98
Principal Financial Group
Iowa
$289K -$20.7K -602 -7%
IIA
99
IPG Investment Advisors
California
$281K +$8.42K +245 +3%
Tudor Investment Corp
100
Tudor Investment Corp
Connecticut
$278K +$278K +8,102 New
2 3
4
5 6